FIG Talent Solutions · 1 day ago
Financial Service Advisor
Stafford, VA
Full-time
Onsite
New Grad, Entry LevelFIG Talent Solutions is a financial services firm dedicated to helping retirees achieve financial security. They are seeking a licensed Servicing Advisor who will conduct financial analyses, make investment recommendations, and assist the Senior Advisor in various client-related tasks.
Financial Services
Hiring Manager
Lori Glaser Miller
Responsibilities
Prepare Client files with critical and pertinent financial planning information
Initiate Business to Business phone calls in support of financial transactions
Build rapport and provide hospitality to clients
Assist Senior Advisor in performing portfolio risk analysis and provide investment recommendations based on research
Assist with client case updates, on-boarding, applications, and documents, meeting prep and process
Proofread documents for accuracy and completeness
Participate in client meetings to co-present recommendations and deliver advice
Lead the Quarterly reviews
Qualification
Required
Bachelor's degree in Finance, Accounting, Business or Economics
Series 65 or 66
Knowledge of key financial, investment, risk management concepts and retirement planning
Proficiency with mathematical calculations
Strong organizational skills to manage multiple tasks efficiently
Proficiency in verbal and written communication
Ability to give an oral presentation to a small group
Social and emotional intelligence
Preferred
Life and health insurance license
Company
FIG Talent Solutions
FIG Talent Solutions provides experienced recruiting, performance management, and employee selection programs to the financial services community.
Founded in 2017Cornelius, North Carolina, US
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase